Senior Private Wealth Advisor - Growth & Mentorship

International Search Consultants; Seattle (WA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

Full benefits package

PTO 15+ days + holidays

License/certification support

401(k) with company match

Job summary

International Search Consultants seeks a Private Wealth Advisor for a Seattle-based UHNW client service team. The role blends financial planning with project management and collaborates with ultra-high-net-worth families, entrepreneurs, and business owners.

The ideal candidate has 5+ years of direct Associate Advisory experience, active Series 65, CFP or progress toward certification, and a proven ability to communicate clearly, manage complex relationships, and drive coordinated planning across

Qualifications

• 5 years of direct client advisory experience in wealth management or family office.
• Active Series 65 license; CFP or progress toward certification strongly preferred.
• Clear communicator with the ability to simplify complex ideas.
• Organized, detail-oriented, and able to juggle multiple priorities.
• Relationship-builder with high emotional intelligence and a proactive mindset.

Responsibilities

• Coordinate planning and delivery across investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy.
• Draft and deliver customized reports, planning materials, and client meeting presentations.
• Partner with senior advisors to support significant, complex relationships while gaining responsibility.
• Engage directly with clients and outside professionals to ensure seamless strategy execution.
• Contribute to multi-generational family discussions and planning sessions.

Skills

Communication

Organization

Emotional intelligence

Relationship building

Project management

Education

Series 65 license

CFP certification (preferred/in progress)

Job description

International Search Consultants seeks a Private Wealth Advisor for a Seattle-based UHNW client service team. The role blends financial planning with project management and collaborates with ultra-high-net-worth families, entrepreneurs, and business owners.

The ideal candidate has 5+ years of direct Associate Advisory experience, active Series 65, CFP or progress toward certification, and a proven ability to communicate clearly, manage complex relationships, and drive coordinated planning across